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BTC Sessions

This Bitcoin Rally Feels Fake (The Data Says Otherwise) | Michael Sullivan

Sep 1, 2026 · 1h 3m

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About this episode

Mentor Sessions 092: Michael Sullivan explains Bitcoin sentiment analysis, emotional cohort signals, OG optimism, narrative shifts, and why the data may point to a bottom. Bitcoin sentiment just did something it rarely does after a 22% rip: it stayed calm. No euphoria, no desire spike, no retail flooding back — and that gap between the price move and the emotional data is where the real signal lives. Michael Sullivan — an engineer and fiction writer turned Bitcoin sentiment analyst — breaks down how he tracks 14 distinct emotions across cohorts of Bitcoiners, from OGs and technologists to MSTR treasury speculators. You'll learn why he cohorts the crowd instead of scraping social media, why…